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Southern Company
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Overview Fund Activity

1,490 hedge funds and large institutions have $38.2B invested in Southern Company in 2020 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 525 increasing their positions, 529 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,490
Holders Change
+134
Holders Change %
+9.88%
% of All Funds
26.44%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
227
Increased
525
Reduced
529
Closed
70
Calls
$222M
Puts
$155M
Net Calls
+$67.3M
Net Calls Change
-$82.1M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$1.97B
2
Capital Research Global Investors
Capital Research Global Investors
California
$550M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.97B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.21B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$203M

Top Sellers

1
BlackRock
BlackRock
New York
$4.4B
2
State Street
State Street
Massachusetts
$3.21B
3
KBC Group
KBC Group
Belgium
$79.7M
4
Norges Bank
Norges Bank
Norway
$247M
5
Vanguard Group
Vanguard Group
Pennsylvania
$5.49B
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$23.8M -$406K -6,608 -2%
Royal London Asset Management
127
Royal London Asset Management
United Kingdom
$23.3M -$1.41M -23,036 -6%
BG
128
Bollard Group
Massachusetts
$23M -$64.7K -1,053 -0.3%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$22.9M -$5.45M -88,709 -19%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$22.6M +$1.74M +28,244 +8%
UCFA
131
United Capital Financial Advisors
Texas
$22.5M -$25.7K -419 -0.1%
US Bancorp
132
US Bancorp
Minnesota
$21.7M +$1.15M +18,783 +6%
SEI Investments
133
SEI Investments
Pennsylvania
$21.6M -$2.32M -37,803 -10%
Aviva
134
Aviva
United Kingdom
$21.5M +$562K +9,150 +3%
UIM
135
USS Investment Management
United Kingdom
$21.5M – – –
GC
136
Guggenheim Capital
Illinois
$21.4M -$1.53M -24,853 -7%
AA
137
ALPS Advisors
Colorado
$21.2M -$803K -13,077 -4%
MAM
138
Martingale Asset Management
Massachusetts
$20.6M -$771K -12,550 -4%
LOIM
139
Liberty One Investment Management
Illinois
$19.7M +$615K +10,009 +3%
KAS
140
Kestra Advisory Services
Texas
$19.6M +$3.74M +61,708 +24%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$19.5M -$747K -12,155 -4%
Mitsubishi UFJ Asset Management
142
Mitsubishi UFJ Asset Management
Japan
$19.5M +$908K +14,779 +5%
American Century Companies
143
American Century Companies
Missouri
$18.9M -$8.27M -134,614 -30%
ASRS
144
Arizona State Retirement System
Arizona
$18.7M -$1.01M -16,405 -5%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$17.6M +$792K +12,900 +5%
GW
146
GW & Wade
Massachusetts
$17.1M -$177K -2,886 -1%
DIA
147
Davidson Investment Advisors
Montana
$17.1M -$300K -4,880 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
148
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.8M +$16.8M +273,014 +146,782%
SOMRS
149
State of Michigan Retirement System
Michigan
$16.3M -$240K -3,900 -1%
Connor, Clark & Lunn Investment Management (CC&L)
150
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.1M +$4.49M +73,078 +39%
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